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Altria Group, Inc.

MO
Exchange
NYSE
Industry
Cigarettes
SEC CIK
0000764180

In the last 90 days, Altria Group, Inc. insiders filed 1 open-market purchase and 0 sales; 2,575 institutions reported holding it in 13F filings for Q2 2026, worth $77.1B in total; superinvestors Gardner Russo & Quinn and Maverick Capital hold it.

13F holders, Q4 2023

Institutional positions in Altria Group, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,890
+77 vs. Q3 2023
Shares held
1.01B
−22.4M (−2.2%) vs. Q3 2023
Total value
$40.9B
−$2.66B (−6.1%) vs. Q3 2023
New holders
205
596 more added
Sold out
128
834 more reduced

29 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 1,890 institutions
Q1 2021: 1,776 institutionsQ2 2021: 1,753 institutionsQ3 2021: 1,711 institutionsQ4 2021: 1,852 institutionsQ1 2022: 1,920 institutionsQ2 2022: 1,814 institutionsQ3 2022: 1,766 institutionsQ4 2022: 1,900 institutionsQ1 2023: 1,876 institutionsQ2 2023: 1,884 institutionsQ3 2023: 1,842 institutionsQ4 2023: 1,890 institutionsQ1 2024: 1,902 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,996 institutionsQ4 2024: 2,172 institutionsQ1 2025: 2,250 institutionsQ2 2025: 2,266 institutionsQ3 2025: 2,356 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,502 institutionsQ2 2026: 2,575 institutions
Value heldQ4 2023: $40.9B
Q1 2021: $57.2BQ2 2021: $52.4BQ3 2021: $49.6BQ4 2021: $50.8BQ1 2022: $56.2BQ2 2022: $44.8BQ3 2022: $42.6BQ4 2022: $48.2BQ1 2023: $46.8BQ2 2023: $47.5BQ3 2023: $43.6BQ4 2023: $40.9BQ1 2024: $45.9BQ2 2024: $46.1BQ3 2024: $51.9BQ4 2024: $53.6BQ1 2025: $63.3BQ2 2025: $60.5BQ3 2025: $68.2BQ4 2025: $60.4BQ1 2026: $68.7BQ2 2026: $77.1B
Institutions holding MO and their total value by quarter
QuarterHoldersValue
Q2 20262,575$77.1B
Q1 20262,502$68.7B
Q4 20252,395$60.4B
Q3 20252,356$68.2B
Q2 20252,266$60.5B
Q1 20252,250$63.3B
Q4 20242,172$53.6B
Q3 20241,996$51.9B
Q2 20241,918$46.1B
Q1 20241,902$45.9B
Q4 20231,890$40.9B
Q3 20231,842$43.6B
Q2 20231,884$47.5B
Q1 20231,876$46.8B
Q4 20221,900$48.2B
Q3 20221,766$42.6B
Q2 20221,814$44.8B
Q1 20221,920$56.2B
Q4 20211,852$50.8B
Q3 20211,711$49.6B
Q2 20211,753$52.4B
Q1 20211,776$57.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q3 2023.

Institutions holding MO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
St. Johns Investment Management Company, LLC500$20.2K0.01%00.0%Unchanged
Naples Money Management LLC500$20.2K0.02%+500New
Asset Dedication, LLC494$20.0K0.00%00.0%Unchanged
Fairman Group, LLC461$19.0K0.02%+461New
Caitlin John, LLC446$18.4K0.02%+446New
Operose Advisors LLC440$17.8K0.01%−780−63.9%Reduced
POM Investment Strategies, LLC423$17.1K0.02%+423New
Studio Investment Management LLC422$17.0K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.415$16.7K0.01%+415New
Financial Freedom, LLC412$16.6K0.01%+8+2.0%Added
Hallmark Capital Management Inc407$16.4K0.00%00.0%Unchanged
Atlantic Trust, LLC404$16.3K0.00%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.400$16.1K0.01%+400New
Annis Gardner Whiting Capital Advisors, LLC388$16.0K0.01%−326−45.7%Reduced
Ogorek Anthony Joseph400$16.0K0.01%00.0%Unchanged
First Personal Financial Services391$15.8K0.00%00.0%Unchanged
Private Ocean, LLC385$15.5K0.00%00.0%Unchanged
VitalStone Financial, LLC375$15.0K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.361$14.6K0.01%00.0%Unchanged
PayPay Securities Corp351$14.2K0.70%−200−36.3%Reduced
Dogwood Wealth Management LLC341$13.8K0.01%+341New
VisionPoint Advisory Group, LLC337$13.6K0.01%00.0%Unchanged
TD Capital Management LLC331$13.4K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD317$12.8K0.00%+8+2.6%Added
NVWM, LLC300$12.4K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC300$12.1K0.00%00.0%Unchanged
Global Wealth Strategies & Associates300$12.1K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.300$12.1K0.01%+300New
Wiser Advisor Group LLC291$11.7K0.02%+291New
Distillate Capital Partners LLC289$11.7K2.53%00.0%Unchanged
Bare Financial Services, Inc284$11.5K0.02%+284New
McIlrath & Eck, LLC274$11.1K0.00%+158+136.2%Added
Evolution Advisers, Inc.259$11.0K0.01%−2,814−91.6%Reduced
Ridgewood Investments LLC263$10.6K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC255$10.3K0.00%00.0%Unchanged
Syntax Research, Inc.250$10.1K0.01%00.0%Unchanged
Creekmur Asset Management LLC250$10.1K0.00%+250New
Blume Capital Management, Inc.240$9.68K0.00%+90+60.0%Added
Tidemark, LLC230$9.28K0.01%+230New
Insight Financial Services227$9.16K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.226$9.11K0.01%00.0%Unchanged
JNBA Financial Advisors225$9.08K0.00%00.0%Unchanged
Livelsberger Financial Advisory225$9.08K0.01%+225New
Carolina Wealth Advisors, LLC225$9.08K0.00%−1,500−87.0%Reduced
Frazier Financial Advisors, LLC215$8.67K0.01%+215New
Arlington Trust Co LLC206$8.31K0.00%+206New
1832 Asset Management L.P.205$8.27K0.00%00.0%Unchanged
Activest Wealth Management200$8.05K0.00%+5+2.6%Added
PrairieView Partners, LLC200$8.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC190$7.67K0.01%−31−14.0%Reduced
Hanson & Doremus Investment Management170$7.00K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.170$6.86K0.00%+59+53.2%Added
Annapolis Financial Services, LLC167$6.74K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.160$6.46K0.00%00.0%Unchanged
DB Wealth Management Group, LLC152$6.13K0.00%00.0%Unchanged
Front Row Advisors LLC148$6.12K0.00%−94−38.8%Reduced
Emfo, LLC150$6.05K0.01%00.0%Unchanged
Red Tortoise LLC148$5.97K0.00%+90+155.2%Added
Northwest Financial Advisors130$5.24K0.00%+130New
Long Island Wealth Management, Inc.130$5.00K0.00%+130New
Robinswood Financial LLC119$4.82K0.00%+3+2.6%Added
Abound Wealth Management117$4.70K0.00%−55−32.0%Reduced
Dunhill Financial, LLC113$4.58K0.00%+113New
Cordant, Inc.107$4.31K0.00%+107New
Moisand Fitzgerald Tamayo, LLC100$4.03K0.00%−252−71.6%Reduced
Country Trust Bank100$4.03K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$4.03K0.00%00.0%Unchanged
Rise Advisors, LLC93$3.74K0.00%+2+2.2%Added
Trifecta Capital Advisors, LLC79$3.19K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC75$3.05K0.00%+1+1.4%Added
NewSquare Capital LLC75$3.03K0.00%00.0%Unchanged
Aspect Partners, LLC57$2.30K0.00%+57New
Evergreen Private Wealth LLC55$2.22K0.00%+55New
Raffa Wealth Management, LLC53$2.14K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC52$2.10K0.00%+52New
HBC Financial Services, PLLC60$2.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.42$1.70K0.00%+42New
Team Financial Group, LLC42$1.69K0.00%+1+2.4%Added
Sofos Investments, Inc.37$1.49K0.00%−666−94.7%Reduced
SJS Investment Consulting Inc.29$1.17K0.00%−17−37.0%Reduced
WestEnd Advisors, LLC29$1.17K0.00%+2+7.4%Added
Delos Wealth Advisors, LLC25$1.01K0.00%00.0%Unchanged
Lummis Asset Management, LP24$9680.00%+24New
Cedar Mountain Advisors, LLC21$8390.00%00.0%Unchanged
ClariVest Asset Management LLC20$8040.00%00.0%Unchanged
New Millennium Group LLC16$6450.00%00.0%Unchanged
Tfo-TDC, LLC7$2820.00%00.0%Unchanged
Spartan Planning & Wealth Management5$2020.00%00.0%Unchanged
Erste Asset Management GmbH1$400.00%+1New
HWG Holdings LP0$110.00%0Unchanged
Pensionfund Sabic0$00.00%−37,000−100.0%Sold out
Renaissance Group LLC0$00.00%−591,025−100.0%Sold out
Cooper Creek Partners Management LLC0$00.00%−378,470−100.0%Sold out
Holocene Advisors, LP0$00.00%−227,425−100.0%Sold out
Churchill Management Corp0$00.00%−199,085−100.0%Sold out
Element Capital Management LLC0$00.00%−182,371−100.0%Sold out
First Fiduciary Investment Counsel, Inc.0$00.00%−156,090−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−99,136−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−78,800−100.0%Sold out
Woodley Farra Manion Portfolio Management Inc0$00.00%−64,854−100.0%Sold out